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Name Holding Trade Value Shares
Change 		Change in
Stake
CSWG
3976
Cardinal Strategic Wealth Guidance
Kentucky
$3.94M -$221K -434 -5%
TFG
3977
Taylor Financial Group
Virginia
$3.93M – – –
SFS
3978
Symphony Financial Services
Ohio
$3.93M +$128K +250 +3%
LCG
3979
Lynx Capital Group
Ohio
$3.93M -$27K -53 -0.7%
PAM
3980
PCG Asset Management
New Jersey
$3.93M -$14.3K -28 -0.4%
PRP
3981
Peak Retirement Planning
Ohio
$3.93M +$691K +1,355 +22%
LBC
3982
Leigh Baldwin & Co
New York
$3.93M +$188K +369 +5%
OGC
3983
Oak Grove Capital
New Hampshire
$3.93M -$1.03M -2,013 -21%
OAS
3984
Optivise Advisory Services
Tennessee
$3.92M +$345K +677 +10%
AWA
3985
ARQ Wealth Advisors
Arizona
$3.91M +$658K +1,290 +21%
SPWG
3986
Sage Private Wealth Group
Illinois
$3.9M +$60.2K +118 +2%
ARG
3987
Advisory Resource Group
Oklahoma
$3.9M -$10.7K -21 -0.3%
ECAM
3988
East Coast Asset Management
Massachusetts
$3.9M -$45.4K -89 -1%
TBC
3989
Ted Buchan & Co
California
$3.9M -$87.7K -172 -2%
MAMG
3990
Milestone Asset Management Group
Connecticut
$3.9M +$30.1K +59 +0.8%
FIA
3991
FNY Investment Advisers
New York
$3.88M +$1.54M +3,014 +67%
AIA
3992
Arbor Investment Advisors
North Carolina
$3.88M -$557K -1,092 -13%
CWA
3993
Cascade Wealth Advisors
Washington
$3.88M +$521K +1,022 +15%
HKAM
3994
Horizon Kinetics Asset Management
New York
$3.88M -$2.23M -4,369 -37%
MLFP
3995
MPS Loria Financial Planners
Illinois
$3.87M +$4.08K +8 +0.1%
NWMG
3996
Nicholson Wealth Management Group
South Carolina
$3.86M -$14.3K -28 -0.4%
NCM
3997
New Capital Management
Texas
$3.86M +$30.6K +60 +0.8%
KWM
3998
KW Wealth Management
California
$3.86M +$3.8M +7,448 New
GCA
3999
Genesee Capital Advisors
New York
$3.85M +$4.08K +8 +0.1%
CPM
4000
Connective Portfolio Management
New York
$3.85M -$48.5K -95 -1%
158 159
160
161 162